Maintaining Adjustment Staging Control

Use this page to add, view or modify an adjustment staging control record. Open this page using Menu > Financial > Adjustment Staging Control > Search

Description of Page

Adjustment Staging Control ID is the unique identifier of the adjustment staging control record.

Create Date/Time is when the adjustment staging control was created. This field is protected after the record is saved.

Number of Staging Records is the number of adjustment upload staging records that are linked to this adjustment staging control record.

Total Adjustment Amount is the total of adjustment amounts from the adjustment upload staging records that are linked to this adjustment staging control record.

Enter the Currency for the total adjustment amount on the adjustment staging control. This is also the currency of the adjustment amounts on the associated adjustment upload staging records.

Status shows the state of the adjustment staging control. Possible values are: Pending, In Progress, Complete, Error, and Held.

A Hold button appears adjacent to the status description if Status is Pending. Click this button to set the status to Held. The adjustment upload process will ignore staging controls in this state.

A Pend button appears adjacent to the status description if Status is either Held or Error . Click this button to set the status to Pending. An error message box also appears below the status description if Status is Error.

Use the Characteristics collection to capture miscellaneous information about an adjustment staging control.

  • Characteristic Type The type of characteristic.
  • Characteristics Value The value of the characteristic.
Note:

You can only choose characteristic types defined as permissible on an adjustment staging control. Refer to Setting Up Characteristic Types & Their Values for more information.